Chad Smith in

Chad Smith

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Partner & Certified Financial Planner (CFP®) at RSF Wealth Management
📍 Houston, Texas, United States

Chad Smith is a Partner and Founder of RSF Wealth Management, recognized by Forbes as a Best-In-State wealth professional. A graduate of Texas A&M University with a degree in economics, he is a Certified Financial Planner (CFP®) and was previously honored as a top 3% advisor nationally at Northwestern Mutual.

Originally from Corpus Christi, Chad is a family man who lives in the Houston area with his wife and three children. He is actively involved in his church and community and enjoys playing golf, tennis at the Houston Racquet Club, and traveling with his family.

He is highly skilled in creating personalized plans to help individuals and families in all stages of life obtain financial security.

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Experience
6 Years
Current Role
Partner & Certified Financial Planner (CFP®)
Location
Houston, Texas, United States
Personality Overview

How Chad shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chad cares about

Multigenerational Wealth
His firm, RSF Wealth Management, focuses on building multigenerational client relationships to support lifelong financial security for families.
Comprehensive Financial Planning
He crafts strategic, comprehensive financial plans for families and business owners, covering topics from emergency funds to tax planning.
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Career

Work history

1-2019
Partner & Certified Financial Planner (CFP®)
RSF Wealth Management
Financial Advisor
Northwestern Mutual
In the press

Media appearances

Chad Smith - RSF Wealth Management | Northwestern Mutual. Featured in Forbes
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Education
2004 - 2008
Bachelor of Science (B.S.)
Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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